Capsule CRM + SoTellUs

Capsule CRM + SoTellUs integrations

Create SoTellUs invites for new or updated Capsule CRM contacts

Stay on top of your customer relationships and gather valuable feedback with this Capsule CRM and SoTellUs automation. Whenever a new or updated contact is added in Capsule CRM, it will trigger an invite to review in SoTellUs. This seamless workflow helps you collect valuable insights from your clients while managing your CRM efficiently.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Invite to ReviewCreate a new Invitation to Review
ActionWrite

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More things you can do with Capsule CRM and SoTellUs

Discover other triggers and actions you can use with Capsule CRM and SoTellUs

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
Try It

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
Try It
- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn moreLearn moreHelpHelp

Related categories

Reviews

Related Zap Templates

Create SoTellUs review invites for new or updated opportunities in Capsule CRM

Related Zap Templates

Create SoTellUs review invites for new or updated opportunities in Capsule CRM